SAMPLE — NOT A REAL CUSTOMER1 · DMI score card (excerpt)
The full DMI report scores 8 dimensions with a confidence score and archetype. This excerpt shows one indicator under each of three official dimensions:
Operations · Process Standardization62%
Technology · Data Quality48%
Leadership · Readiness71%
Overall score (sample): 61/100
SAMPLE — NOT A REAL CUSTOMER2 · Priority map (excerpt)
| Priority | Finding | Recommendation |
|---|
| High | Data cleaning: 31% duplicate customer records declared | Move into Discovery Phase 1 |
| Medium | Purchasing approvals run over email | Solvable by configuration |
| Low | Warehouse label-printer integration | Can defer to Phase 2 |
SAMPLE — NOT A REAL CUSTOMER3 · Fit-gap matrix (excerpt)
| Process | Need | Fit | MoSCoW | Phase |
|---|
| Quote → Order | Approved quote converts to order | Standard | Must | Phase 1 |
| Goods receipt | Barcode receipt + lot tracking | Configuration | Must | Phase 1 |
| Quality control | Incoming inspection form + rejection flow | Customization | Should | Phase 2 |
SAMPLE — NOT A REAL CUSTOMER4 · Process flow (BPMN excerpt)
Customer request→Quote→Approval→Order→Production order→Shipment
SAMPLE — NOT A REAL CUSTOMER5 · UAT scenario (excerpt)
Scenario: an approved quote converts to an order- GIVEN an approved quote exists for “Sample Metal”
- WHEN the sales rep converts the quote to an order
- THEN the order is created with the exact quote lines
- AND a stock reservation opens automatically
SAMPLE — NOT A REAL CUSTOMER6 · Training document (excerpt)
Your Daily Work Step by Step — Creating a quote
- Open Sales > Quotations > New.
- Pick the customer card — the credit limit appears automatically.
- Add the lines and click “Send for Approval”.
💡 Tip: the price list comes from the customer card; don't override it manually.
SAMPLE — NOT A REAL CUSTOMER7 · End-to-end traceability (sample chain)
In Smarty every deliverable links back to the previous one — from answer to training:
DMI answer→Finding→Requirement→Design decision→UAT test→Training doc
SAMPLE — NOT A REAL CUSTOMER7b · Worked chain example — Sample Metal Co. (synthetic)
One finding of the same fictional company travelling from answer to KPI. Each row links to the previous record's ID — this is traceability in Smarty:
EV-042Evidence · DMI answer"Order approval runs over e-mail; the production plan lives in Excel." — Operations dimension, score 2/5.
PM-011Evidence · Process x-ray (partner-delivered)In the O2C event log the 'Order Confirmed' step waits 3.4 days on average; 38% of cases bypass approval manually.
← EV-042
FND-007FindingThe approval step is a bottleneck: statement (EV-042) and process data (PM-011) point the same way — double data entry + uncontrolled exceptions.
← EV-042 + PM-011
REQ-014RequirementIn-system order approval: amount-based automatic rule + manager approval for exceptions.
← FND-007
FIT-014Design decision (fit-to-standard)Odoo's standard 'sales approval limit' configuration is enough — NO custom code; risk: low; consultant approval: ✓.
← REQ-014
CFG-031Configuration instructionSettings → Sales → Quotation approval: limit 50,000; approver: Sales Manager role; e-mail notification on.
← FIT-014
UAT-021Acceptance testA 60,000 quote CANNOT become an order without approval; after approval the state becomes 'Sales Order' (scenario in sample 5).
← CFG-031
TRN-007Training asset'Sales: the new approval flow' document + 2 quiz questions — assigned to the sales team in Smarty Train.
← UAT-021
KPI-003Business outcome targetApproval cycle time: 3.4 days → target ≤ 4 hours; measured in the go-live+90d process x-ray.
← REQ-014
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